A-
76 / 100

$JEPI

JPMorgan Equity Premium Income ETF

Total return is comfortably ahead of the distribution rate โ€” this fund has been growing capital while paying you.

Distribution Yield
8.0%
annualized
Total Return
96%
since inception
Annualized Return
11.31%
average per year
Inception
5/20/2020
6.3 years live
Scorecard Rank
#63
of 149 funds

๐ŸŽฏ How JEPI Scored

We grade on total return, not headline yield. A fund that pays 40% while losing 30% of its price is not doing its job.

Annualized return strength35 / 50
Average yearly total return of 11.31% since inception.
Cumulative total return19 / 25
96% in total return since the fund launched.
Yield backed by returns22 / 25
Compares the 8.0% distribution rate against 11.31% annualized return. Higher is healthier.

๐Ÿงฎ JEPI Income & Growth Calculator

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Projections use JEPI's historical annualized total return of 11.31% and its current 8.0% distribution rate, both held flat. Real returns will differ, distributions can be cut, and past performance does not predict future results. Taxes, fees, and return of capital are not modeled. For entertainment only โ€” not financial advice.

๐ŸฅŠ JEPI Head-to-Head

See how JEPI stacks up against the funds investors compare it with most, measured on average annual total return since inception.

Browse all 300+ ETF matchups โ†’

๐Ÿ’ต Similar Yield to JEPI

Other funds paying in the 6โ€“10% range, ranked by our scorecard.

SymbolNameYieldAnnualizedGrade
MAXI Simplify Bitcoin Strategy PLUS Income ETF 9.0% 33.55% A+
VFLO VictoryShares Free Cash Flow ETF 7.0% 31.56% A+
BALI iShares US Large Cap Premium Income Active ETF 7.0% 21.51% A+
IDVO Amplify CWP International Enhanced Dividend Income ETF 6.0% 21.63% A+
SEPI Shelton Equity Premium Income ETF 8.50% 24.57% A
SPYH NEOS S&P 500 Hedged Equity Income ETF 7.9% 20.38% A
ROCY JPMorgan Equity Premium Yield ETF 8.0% 33.27% A
NIHI NEOS MSCI EAFE High Income ETF 9.9% 18.93% A-
FOXY Simplify Currency Strategy ETF 8.80% 14.06% A-
KHPI Kensington Hedged Premium Income ETF 9.0% 11.40% B+
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF 8% 9.20% B
FTHI First Trust BuyWrite Income ETF 9.0% 7.78% B-

๐Ÿ† Highest Annualized Returns

The strongest average annual total returns since inception across every fund we track.

#SymbolNameYieldAnnualized
1 CHPY YieldMax Semiconductor Portfolio Option Income ETF 41% 98.11%
2 GOOW Roundhill GOOGL WeeklyPay ETF 32.0% 77.05%
3 PLTY YieldMax PLTR Option Income Strategy ETF 91% 76.13%
4 AHD GraniteShares Autocallable HOOD ETF 27% 65.48%
5 NVII REX NVDA Growth & Income ETF 38% 60.07%
6 NVDY YieldMax NVDA Option Income Strategy ETF 40% 59.05%
7 SOXY YieldMaxยฎ Target 12โ„ข Semiconductor Option Income ETF 12.0% 57.09%
8 SNOY YieldMax SNOW Option Income Strategy ETF 85% 45.41%
9 AMDY YieldMax AMD Option Income Strategy ETF 60% 44.57%
10 HOOY YieldMax HOOD Option Income Strategy ETF 71% 43.50%
11 QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 5.18% 35.83%
12 PLTW Roundhill PLTR WeeklyPay ETF 63.0% 34.86%
13 MAXI Simplify Bitcoin Strategy PLUS Income ETF 9.0% 33.55%
14 ROCY JPMorgan Equity Premium Yield ETF 8.0% 33.27%
15 MLPI MLP & Energy Infrastructure High Income ETF 14.8% 32.57%

โ“ JEPI FAQ

What is the dividend yield of JEPI?
JEPI currently shows a distribution yield of 8.0%. Yield reflects the most recent distribution annualized and can change with every payment.
What is the total return of JEPI since inception?
JEPI has returned 96% in total since it launched on 5/20/2020, which works out to roughly 11.31% per year on average.
Is the JEPI yield sustainable?
Total return is comfortably ahead of the distribution rate โ€” this fund has been growing capital while paying you. A distribution rate that runs persistently ahead of total return generally means capital is being returned rather than earned.
How is the JEPI grade calculated?
Our A- grade combines three things: annualized total return (50 points), cumulative total return since inception (25 points), and whether annualized return keeps pace with the distribution rate (25 points). JEPI scored 76 out of 100. This is our opinion only, not investment advice.

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